28338 Constellation Road
The Strategy Partners, Inc. was founded, in 2014, with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind.
Our firm is proud to be a general agency appointed with the insurance companies of OneAmerica®. The people and companies of OneAmerica have a vision to deliver when customers need them most:
It’s important to know that OneAmerica is a mutual organization, which means they have no shareholders. They’re accountable only to their clients and policyholders. Their priority is serving you—the people and businesses on “Main Street.”
The Strategy Partners, Inc. is based on the principle that education and an understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial condition.
Our main process utilizes a distinct macro-economic approach with our clients. This nontraditional concept helps our clients understand financial concepts and dynamics, which allows them to form the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.
As an independent firm, we are proud to offer a wide variety of financial products and services, with outside insurance companies, to provide these economic strategies for our clients, who include individuals, families, and business owners.
Our ability to help support a vibrant and productive community is important to us. We do this by balancing our commitment to our policyholders with the responsibility we feel to touch the lives of those who live in our local community. All of our partners give back to their community by volunteering to non-profits and community organizations. We also offer complimentary financial wellness seminars to our local organizations and to their members.
When you join our firm, you will work with experienced professionals that have a "hands-on" approach to clients. You will be trained in-house to learn our different processes and the various products that you are allowed to represent. We will teach you how to build a practice strategically so that your chances of success increase. Our management team is driven by the goal to make you successful in this career. Therefore, whether you are brand new to the financial service industry or an experienced financial professional, we have a lucrative spot on the team for you.